Hong Kai, Engineer

Janelle is a knowledgeable and friendly Financial Services Consultant. She went through the financial health check session professionally and addressed my concerns patiently. I'd definitely recommend her to my friends and colleagues who would like to find out more about wealth accumulation strategies.

Shawn Seah, Deputy Director

I appreciate Janelle's patience and understanding throughout the consultation process. She’s meticulous and offers useful recommendations. Through a pleasant series of discussions, she customised solutions based on my family's needs. As such, I would recommend her.

Bernard, Engineer

Janelle was persevering, yet not pressurising with her approach. She's approachable and professional in providing the right information for my financial planning, while not being overwhelming with it.

Chloe, Gymnastics Coach

Janelle is a dedicated Financial Services Consultant who is passionate about delivering quality work and cares for her clients. She reached out to me proactively to arrange the appointment based on my schedule. During the consultation, she would do risk profile analysis and make sure I made well-informed investment decisions that aligned with my goals and risk tolerance. I feel assured during the financial planning process.

Raja Vamsi Adiraju, Director

Janelle and Charles have displayed great professionalism to fully understand my needs, carefully designed the financial product to address my main concern. They have given me insightful input on how I can use the financial tools to enhance my financial portfolio. After knowing my needs, they came out with 3-4 proposals for me to choose from. To facilitate the decision-making process, they sent me relevant information and brochures to ensure I had all the required information to make well-informed decision. I am satisfied with the overall experience and would recommend their service to my friends.

Ricky, Product Return Services Assistant

I have known Janelle since year 2011. She is a friendly, approachable and patient lady. I like the way how she communicates, it always makes me feel comfortable. I would recommend her to my friends and family members who need her financial planning services and advices.